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Wealth news and insights

Our wealth news and insights cover a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up for all the latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital example of our quarterly News & Views publication here.

Latest posts

Keep calm and carry on
14 April 2020 in News & Views

Our Deputy CIO, Richard Champion shares why we are still positive about future UK investment opportunities in this News & Views article.

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The ideal time to review your financial planning arrangements

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

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Why patience is a virtue

Unfortunately, there are reasons why we believe markets may have further to fall before their eventual rebound. But there are advantages to being patient, which we explain here.

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Latest update on market developments - 3 April

A lot has happened since our last call on 18 March – we have seen the markets continue to tumble, followed by an extreme one-day rally last week that has not been rivalled for many decades. Read our latest update on market developments here. 

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What to think about when reviewing your retirement plans

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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What to do before April 2020: your essential six point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2020.

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Investment news update

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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